Save a profile

  1. Open a company or firm profileFind the buttons at the top right.
  2. Select SaveThe profile is bookmarked.
  3. Find it againSelect Saved Search in the top bar and open the Saved Profiles tab.

Follow a profile

  1. Select FollowOn the profile, select Follow.
  2. See who you followOpen Saved Search, then the Following tab. Use the dropdown to show Firms, Portfolios (companies) or Professionals.
  3. Stop followingTick the profiles and select Unfollow.
Tip: Follow the PE firms that buy in your space as well as the companies themselves. A firm’s new acquisitions are often the earliest sign of consolidation.

To keep a list of targets with stages and notes, use My Pipeline instead.